GOODHAVEN CAPITAL MANAGEMENT, LLC Information

4940 SW 83RD STREET, MIAMI, Florida, 33143, (305) 677-7650

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 0
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 492

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 14.28%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.91%
Energy 8.51%
Financial 16.82%
Healthcare
Services 12.05%
Technology 41.03%
Transportation 1.26%
Utilities

28 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GOOGLE INC CL C 12,169 -40 (0.33) 22,700
GOOGLE INC CL A 12,334 -41 (0.33) 22,700
PROSHARES TR ULTSHT FTSE EURO 1,323 New 23,750
WHITE MTNS INS GROUP LTD COM 22,114 1,829 9.02 36,955
ALLEGHANY CORP DEL COM 18,260 1,209 7.09 44,627
SEACOR HOLDINGS INC COM 6,216 New 72,461
LANDS END INC NEW COM 2,301 243 11.83 88,177
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 1,949 104 5.66 103,624
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,501 386 18.28 149,487
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,018 -97 (0.44) 173,128
DEVON ENERGY CORP NEW COM 13,521 668 5.20 191,250
REPUBLIC SVCS INC COM 7,194 New 208,690
SEARS HLDGS CORP COM 11,236 1,188 11.83 293,142
BLACKBERRY LTD COM 2,145 New 300,000
HARBINGER GROUP INC COM 4,221 New 350,000
GOLDCORP INC NEW COM 8,703 3,629 71.51 368,750
FEDERATED INVS INC PA CL B 14,838 -64 (0.43) 509,730
SYSTEMAX INC COM 9,460 644 7.30 641,352
SPECTRUM BRANDS HLDGS INC COM 50,945 -65 (0.13) 662,311
WPX ENERGY INC COM 19,000 2,677 16.40 937,349